TSMC $Taiwan Semiconductor(TSM.US$ is expected to report 29% YoY growth in net income, as bottom-line growth accelerates on the back of strong revenue growth from elevated AI chip demand.
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ASML’s $ASML Holding(ASML.US$ order book is expected to reach €5.0 billion or higher in Q2, as customers such as TSMC $Taiwan Semiconductor(TSM.US$ work to expand capacity to meet high AI chip demand.
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$NVIDIA(NVDA.US$ $ASML Holding(ASML.US$
Two very high quality companies. How do they stack up?
Nvidia $NVDA 🤖
AI & Graphics powerhouse dominating the GPU market with groundbreaking innovation and unmatched performance
ASML $ASML 📀
The backbone of chip manufacturing with cutting-edge EUV lithography tech driving the future of semiconductors
💎Winner in quality: $NVDA
💰Winner in financials: $NVDA
📈 Winner in stock & valuation: $NVDA
Two very high quality companies. How do they stack up?
Nvidia $NVDA 🤖
AI & Graphics powerhouse dominating the GPU market with groundbreaking innovation and unmatched performance
ASML $ASML 📀
The backbone of chip manufacturing with cutting-edge EUV lithography tech driving the future of semiconductors
💎Winner in quality: $NVDA
💰Winner in financials: $NVDA
📈 Winner in stock & valuation: $NVDA
![Battle of the Titans: Nvidia vs. ASML 🥊✨](https://ussnsimg.moomoo.com/sns_client_feed/70815640/20240716/5f1c7da17f224235be8307b0b59b97b7.png/thumb?area=100&is_public=true)
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Just a reminder that $Broadcom(AVGO.US$ will trade post split tomorrow at $170 ish.
This WILL be the next stock to hit $200.
This WILL be the next stock to hit $1T market cap (which means $214ish).
This, $NVIDIA(NVDA.US$ , and $Taiwan Semiconductor(TSM.US$ are your best in breed semis/AI.
Period.
This WILL be the next stock to hit $200.
This WILL be the next stock to hit $1T market cap (which means $214ish).
This, $NVIDIA(NVDA.US$ , and $Taiwan Semiconductor(TSM.US$ are your best in breed semis/AI.
Period.
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$Amazon(AMZN.US$ AWS flexed its underappreciated AI toolkit at its NYC summit as AI/ML has grown to a multi-billion dollar run-rate business for AMZN. While consensus believes that AMZN lags behind its mega-cap peers in AI capabilities, AMZN highlighted that it has launched over two times the number of AI services than $Microsoft(MSFT.US$ and $Alphabet-A(GOOGL.US$ combined since 2023. We believe investors are underestimating AMZN’s positioning to win its fair share of AI workloads and ...
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**Investment Thesis**
- $NVIDIA(NVDA.US$ : AI paradigm shift
- $Tesla(TSLA.US$ : I trust Elon
- $Apple(AAPL.US$ : I love my iPhone
What's the ONE thing that makes you invest heavily (50%+) in a stock?
- $NVIDIA(NVDA.US$ : AI paradigm shift
- $Tesla(TSLA.US$ : I trust Elon
- $Apple(AAPL.US$ : I love my iPhone
What's the ONE thing that makes you invest heavily (50%+) in a stock?
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$Taiwan Semiconductor(TSM.US$ reported revenue growth of 32.9% YoY in June to NT$207.9B ($6.4B) as AI chip demand remains robust.
June quarter growth was 40% YoY to NT$673.5B, ahead of expectations for 35.5% YoY growth.
June quarter growth was 40% YoY to NT$673.5B, ahead of expectations for 35.5% YoY growth.
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$Amazon(AMZN.US$ After reading the specifics of the Bezos sales plan it looks like he isn’t selling any shares under $200.
Basically every tick over $200 will need to see buyers to match Jeff’s selling until he’s done. Once that lid comes off the move will be explosive.
$250-$300
Basically every tick over $200 will need to see buyers to match Jeff’s selling until he’s done. Once that lid comes off the move will be explosive.
$250-$300
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JUST IN: $Lucid Group(LCID.US$ Lucid Group today announced production and delivery totals for the quarter ended June 30, 2024.
Lucid produced 2,110 vehicles and delivered 2,394 vehicles during this period.
Lucid produced 2,110 vehicles and delivered 2,394 vehicles during this period.
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Alphabet $Alphabet-C(GOOG.US$ excels in M&A, acquiring Maps, Android, YouTube and DoubleClick for less than $4.9B combined.
The four are estimated to have contributed more than $480B to Alphabet’s market cap, a ridiculous 10,000% return.
The four are estimated to have contributed more than $480B to Alphabet’s market cap, a ridiculous 10,000% return.
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